Click Create Projects button on Projects or Templates screen.
This will take you to Create Projects screen.
The first step is to select the template that will be applied to the uploaded data file. Second, choose the appropriate csv file from the file system that contains the project(s) information. Third, the file can be uploaded by selecting the Upload button. This template will be applied to each row in the uploaded file to the selected template and each row in the file will be displayed in the table. If there are any errors during the upload validation process, the following message will be displayed.
Each row will indicate if there were any errors detected with the data or the template and allow the user to modify inline. The last column on each row will provide details of each error. The user could go back to the uploaded file and fix the errors, then go through the upload process again.
The user can select either the Create Selected or Create All button to create the projects. Each row will be re-evaluated before being created, due to possibly online changes. Only rows with no errors will be created, the others will remain in the table.
Projects can be created in this manner from either the template screens or the project explorer screen.
Download sample CSV for Template
Once the template and inputs are created, the template can be downloaded to a sample csv file that has all of the inputs listed within the sample file. This will allow the user to simply add the appropriate information into the file. From the create/edit template screen, select the Download Sample CSV button.
